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NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen

Aug 11, 2026 · 2h 15m

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(00:28) - NVIDIA's $500B Compute Deal (10:46) - Paramount Threatens to Bounce (14:30) - Tesla Deal Could Shortcut Musk's Pay (31:34) - Europe Gets Record US Tourists (45:17) - Ernie Garcia, founder and CEO of Carvana, discusses building the online used-car retailer, navigating its volatile growth through COVID and the 2022 downturn, and strengthening its vertically integrated business model. He also highlights Carvana’s focus on operational improvement, nationwide expansion, AI-enabled customer experiences, and the resilience required to lead through shifting investor sentiment. (01:13:23) - Alex Edelson discusses his role as founder and GP of Slipstream Investors, a fund of funds that…